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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,696 | $101,063-96.3% | $81,473-95.5% | $147,585-97.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 19.09% | 32.41%-13.3pp | 38.78%-19.7pp | 578.58%-559.5pp |
| Employer contribution / active EE | $615 | $3,206-80.8% | $2,568-76.0% | $4,876-87.4% |
| Participant deferral / active EE | $1,142 | $4,242-73.1% | $3,537-67.7% | $5,439-79.0% |
| Admin fee / account holder | $67 | $5,812-98.8% | $4,561-98.5% | $10,886-99.4% |